Scott and Jamie were joined by Scott Stolz, Head of Insurance Solutions at Simon an fintech solution. SIMON is committed to transforming the digital experience for financial advisors, enabling them to better serve their clients. During their conversation, they discuss the journey and process to Scott writing his first book on annuities, Unlocking the Annuity Mystery, Practical Advice for every Advisor. They also talk about his role at Simon and how it is a key fintech solution for financial advisors and insurance professionals today.
Connect with Scott Heinila on LinkedIn
Connect with Scott Stolz on LinkedIn
Connect with Jamie Kosharek on LinkedIn
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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com
**
This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com
